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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,199 positions · $27,310,830,072 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in JPC

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $9,211,633 1,221,702
2025-12-31 $10,021,235 1,235,664
2025-09-30 $15,366,119 1,873,917
2025-06-30 $18,980,043 2,366,589
2025-03-31 $18,183,752 2,284,391
2024-12-31 $17,803,898 2,265,127
2024-09-30 $17,703,836 2,193,784
2024-06-30 $15,641,134 2,093,860
2024-03-31 $12,678,996 1,763,421
2023-12-31 $12,112,277 1,791,757
2023-09-30 $3,552,497 561,216
2023-06-30 $3,045,139 469,929
2023-03-31 $3,029,912 460,473
2022-12-31 $3,180,719 436,912
2022-09-30 $3,109,763 447,448
2022-06-30 $3,663,133 478,841
2022-03-31 $4,106,010 478,556
2021-12-31 $4,467,425 457,728
2021-09-30 $4,401,045 444,550
2021-06-30 $4,032,818 404,090
2021-03-31 $3,169,299 333,962
2020-12-31 $2,922,076 307,587
2020-09-30 $2,750,810 324,006
2020-06-30 $2,634,373 320,094
2020-03-31 $2,068,184 281,769